Primerica logo

Associate

Primerica
  • Billings Metropolitan Area, MT
  • Remote
    Today

    Job Description

    Job Description

    Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a corporate team of over 2,800 employees. For 49 years, Primerica has focused on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants the stability of an established, regulated financial services organization. The company also provides entrepreneurial-minded individuals the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.

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    Role Description This part-time Rep role at Primerica is a remote position focused on supporting clients with their financial education and product needs. Day-to-day responsibilities include meeting with prospective and existing clients virtually, assessing their financial goals, and presenting suitable solutions such as term life insurance, investments, and other financial products. The Rep will follow up on client inquiries, assist with applications and documentation, and maintain accurate records in accordance with company and regulatory standards. The role also involves ongoing learning about Primerica’s products and services, participating in training sessions, and collaborating with other representatives to share best practices. This is a part-time role with flexible scheduling, designed for individuals interested in developing a financial services business while working remotely.

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    Qualifications

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    • Ability to learn and explain financial concepts and products such as insurance, investments, and mortgages in clear, accessible language.
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    • Strong communication and interpersonal skills for building client relationships and conducting remote consultations.
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    • Organizational skills for managing client information, following up on leads, and maintaining accurate documentation.
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    • Self-motivated and entrepreneurial mindset, with the ability to work independently in a remote environment.
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    • Comfort with using digital tools and online platforms for meetings, presentations, and client communication.
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    • Willingness to complete any required licensing or certifications for offering financial products (company support may be provided).
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    • Prior experience in customer service, sales, or financial services is beneficial but not required.
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    • High school diploma or equivalent required; further education in business, finance, or related fields is a plus.
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    Numbers & Facts

    LocationBillings Metropolitan Area, MT (
    Remote
    )
    IndustryFinancial Services
    Company Size1,500 to 1,999 employees
    Year Founded1977
    Websitehttps://www.primerica.com/public/

    Benefits

    Performance Bonus, Professional Development, Work From Home

    About Company

    What kind of a company is Primerica?

    Primerica (NYSE: PRI) is the largest independent financial services marketing organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam. Our International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. As of 2018, Primerica reported over 130,000 life insurance licensed independent representatives, including over 25,000 additionally-licensed securities representatives.

    What Does Primerica Do?

    Primerica's core operations focus on the distribution of term life insurance, which is underwritten by the Company (Primerica Life Insurance Company); mutual funds and annuities through PFS Investments, a Securities and Exchange Commission-registered broker-dealer investment adviser affiliate; as well as other financial products, which are distributed primarily on behalf of third parties. Our product and service offerings are generally intended for middle-income consumers with household incomes of between $30,000 and $100,000 (both USD) per year.

    In addition, Primerica provides an entrepreneurial full- or part-time business opportunity for individuals seeking to earn income by distributing the Company's financial products.

    Skills

    • Annuitiesunmatched
    • Best Practicesunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Documentationunmatched
    • Entrepreneurshipunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Servicesunmatched
    • High School Diplomaunmatched
    • Insuranceunmatched
    • Interpersonal Skillsunmatched
    • Investment Managementunmatched
    • Licensingunmatched
    • Life Insuranceunmatched
    • Mortgageunmatched
    • Mutual Fundsunmatched
    • Organizational Skillsunmatched
    • Product Supportunmatched
    • Record Keepingunmatched
    • Regulationsunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Stock Marketunmatched
    • Work From Homeunmatched

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